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Invesco Ultra Short Duration ETF

252 hedge funds and large institutions have $1.69B invested in Invesco Ultra Short Duration ETF in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 86 reducing their positions, and 22 closing their positions.

Holders
252
Holders Change
-3
Holders Change %
-1.18%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
34
Increased
107
Reduced
86
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$205M 4,096,067 +350,755 +9%
Morgan Stanley
2
Morgan Stanley
New York
$203M 4,052,467 +115,256 +3%
LPL Financial
3
LPL Financial
California
$191M 3,819,093 +501,217 +15%
Bank of America
4
Bank of America
North Carolina
$78.2M 1,560,270 +406,664 +35%
GI
5
Gradient Investments
Minnesota
$72.8M 1,452,667 -36,711 -2%
UBS Group
6
UBS Group
Switzerland
$62M 1,236,305 +343,366 +38%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$48.5M 967,552 +50,445 +6%
AWM
8
Axxcess Wealth Management
California
$46.6M 929,019 +166,046 +22%
Raymond James Financial
9
Raymond James Financial
Florida
$45.7M 910,918 +130,482 +17%
CAAS
10
Capital Asset Advisory Services
Michigan
$40.3M 804,106 +79,963 +11%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$30.4M 606,999 +238,766 +65%
AWS
12
Atria Wealth Solutions
New York
$29.1M 580,333 -451,349 -44%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$26.5M 528,575 -4,140 -0.8%
Osaic Holdings
14
Osaic Holdings
Arizona
$25.9M 516,945 +25,465 +5%
GIA
15
Gladstone Institutional Advisory
Florida
$22.5M 448,025 +68,293 +18%
HNB
16
Huntington National Bank
Ohio
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$20.9M 415,910 -399,732 -49%
GT
18
Greenleaf Trust
Michigan
$19M 377,964 -54,868 -13%
CWP
19
Cyndeo Wealth Partners
Florida
$17.7M 353,424 +4,106 +1%
JBA
20
Johnson Bixby & Associates
Washington
$16.1M 321,577 +5,863 +2%
FTS
21
Fifth Third Securities
Ohio
$15.2M 303,918 +10,874 +4%
MML Investors Services
22
MML Investors Services
Massachusetts
$14.8M 295,645 +210,589 +248%
GAM
23
Gotham Asset Management
New York
$14.5M 288,437 +1,655 +0.6%
FMC
24
First Merchants Corp
Indiana
$14.1M 280,884 -6,291 -2%
PAG
25
Private Advisor Group
New Jersey
$13.1M 260,816 +28,053 +12%